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Case Studies

Dennis Stephenson
Financial Advisor

View PortfolioThis financial planning professional was not affiliated with a large brokerage and needed to create a brand and a web presence that would communicate the breadth of his expertise and foster a sense of trust. He also wanted to grow his practice faster than the traditional “one referral at a time.”

The client found that the bar for marketing for financial advisors was set so low that his quality Hobbs/Herder Advertising marketing tools, especially his website, helps him stand out and grow his practice more effectively than by relying only on referrals. Following the strategy we laid out for him, he systematically drives people to his site and sends his personal brochure to these prospects prior to meeting them. This has greatly increased his closing rate.

Phil Herman Commercial Real Estate


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